dhisana 0.0.1.dev135__tar.gz → 0.0.1.dev136__tar.gz

{dhisana-0.0.1.dev135 → dhisana-0.0.1.dev136}/PKG-INFO

@@ -1,6 +1,6 @@
 Metadata-Version: 2.4
 Name: dhisana
-Version: 0.0.1.dev135
+Version: 0.0.1.dev136
 Summary: A Python SDK for Dhisana AI Platform
 Home-page: https://github.com/dhisana-ai/dhisana-python-sdk
 Author: Admin

{dhisana-0.0.1.dev135 → dhisana-0.0.1.dev136}/setup.py

@@ -2,7 +2,7 @@ from setuptools import setup, find_packages
 
 setup(
     name='dhisana',  
-    version='0.0.1-dev135',
+    version='0.0.1-dev136',
     description='A Python SDK for Dhisana AI Platform',
     author='Admin',
     author_email='contact@dhisana.ai',

{dhisana-0.0.1.dev135 → dhisana-0.0.1.dev136}/src/dhisana/utils/hubspot_crm_tools.py

@@ -19,7 +19,7 @@ from pydantic import BaseModel
 from dhisana.schemas.sales import HUBSPOT_TO_LEAD_MAPPING, HubSpotLeadInformation
 from dhisana.utils.assistant_tool_tag import assistant_tool
 from dhisana.utils.clean_properties import cleanup_properties
-
+import logging
 
 # --------------------------------------------------------------------
 # 1. Retrieve HubSpot Access Token
@@ -2097,3 +2097,186 @@ async def create_hubspot_note_for_customer(
             if r.status != 201:
                 raise RuntimeError(f"Create note failed {r.status}: {res}")
             return res
+
+
+
+# ──────────────────────────────────────────────────────────────────────────────
+# Mapping between internal names ⇢ HubSpot company property names
+# ──────────────────────────────────────────────────────────────────────────────
+COMPANY_PROPERTY_MAPPING: Dict[str, str] = {
+    "organization_name": "name",
+    "primary_domain_of_organization": "domain",
+    "organization_website": "website",
+}
+
+# Only fill these if currently blank in HS
+CONDITIONAL_UPDATE_PROPS = {"domain", "website"}
+
+
+# ──────────────────────────────────────────────────────────────────────────────
+# Main upsert entry-point
+# ──────────────────────────────────────────────────────────────────────────────
+async def update_crm_company_record_function(
+    company_values: Dict[str, Any],
+    is_update: bool,
+    hubspot_company_id: Optional[str] = None,
+    organization_name: Optional[str] = None,
+    domain: Optional[str] = None,
+    organization_website: Optional[str] = None,
+    tool_config: Optional[List[Dict]] = None,
+) -> Dict[str, Any]:
+    """
+    Create **or** update a HubSpot *company*.
+
+    Parameters
+    ----------
+    company_values:
+        Arbitrary key/value dict using **internal** names  
+        (``organization_name``, ``primary_domain_of_organization``, etc.)
+    is_update:
+        • ``True``  → do a best-effort lookup + patch if found  
+        • ``False`` → always create a fresh company
+    hubspot_company_id:
+        Pass a known HS ID to force an update to that record.
+    """
+    HUBSPOT_API_KEY = get_hubspot_access_token(tool_config)
+    headers = {
+        "Authorization": f"Bearer {HUBSPOT_API_KEY}",
+        "Content-Type": "application/json",
+    }
+
+    # ─── 1) Resolve allowed property names ───────────────────────────────────
+    valid_props = await _fetch_all_company_properties(headers)
+
+    incoming_props: Dict[str, Any] = {}
+    # a) from dict …
+    for k, v in company_values.items():
+        if v is None:
+            continue
+        mapped = COMPANY_PROPERTY_MAPPING.get(k)
+        if mapped and mapped in valid_props:
+            incoming_props[mapped] = v
+
+    # b) from explicit kwargs (fallbacks)
+    if organization_name and "name" in valid_props:
+        incoming_props.setdefault("name", organization_name)
+    if domain and "domain" in valid_props:
+        incoming_props.setdefault("domain", domain)
+    if organization_website and "website" in valid_props:
+        incoming_props.setdefault("website", organization_website)
+
+    # ─── 2) Upsert logic ─────────────────────────────────────────────────────
+    found_company_id: Optional[str] = None
+    if is_update:
+        found_company_id = hubspot_company_id or await _find_existing_company(
+            domain=domain,
+            name=organization_name,
+            valid_props=valid_props,
+            tool_cfg=tool_config,
+        )
+
+    if found_company_id:
+        logging.info("↻ Updating existing company %s", found_company_id)
+        return await _patch_company(
+            company_id=found_company_id,
+            incoming_props=incoming_props,
+            headers=headers,
+        )
+
+    logging.info("⊕ Creating new company with props: %s", incoming_props)
+    return await _create_new_hubspot_company(incoming_props, headers)
+
+
+# ──────────────────────────────────────────────────────────────────────────────
+# Internal helpers
+# ──────────────────────────────────────────────────────────────────────────────
+async def _patch_company(
+    company_id: str,
+    incoming_props: Dict[str, Any],
+    headers: Dict[str, str],
+) -> Dict[str, Any]:
+    """Patch only the changed / conditionally-empty properties."""
+    current = await _get_company_by_id(company_id, headers)
+    if not current:
+        raise RuntimeError(f"Company {company_id} vanished during update step.")
+
+    current_props = current.get("properties", {})
+    hubspot_props: Dict[str, Any] = {}
+
+    for prop, val in incoming_props.items():
+        if prop in CONDITIONAL_UPDATE_PROPS:
+            if _is_empty(current_props.get(prop)):
+                hubspot_props[prop] = val
+        else:
+            hubspot_props[prop] = val
+
+    if not hubspot_props:
+        logging.info("No new data to patch for company %s; skipping.", company_id)
+        return current
+
+    url = f"https://api.hubapi.com/crm/v3/objects/companies/{company_id}"
+    async with aiohttp.ClientSession() as s:
+        async with s.patch(url, headers=headers, json={"properties": hubspot_props}) as r:
+            res = await r.json()
+            if r.status != 200:
+                raise RuntimeError(f"Company update failed {r.status}: {res}")
+            return res
+
+
+async def _create_new_hubspot_company(
+    properties: Dict[str, Any], headers: Dict[str, str]
+) -> Dict[str, Any]:
+    url = "https://api.hubapi.com/crm/v3/objects/companies"
+    async with aiohttp.ClientSession() as s:
+        async with s.post(url, headers=headers, json={"properties": properties}) as r:
+            data = await r.json()
+            if r.status not in (200, 201):
+                raise RuntimeError(f"Create company failed {r.status}: {data}")
+            return data
+
+
+async def _find_existing_company(
+    domain: Optional[str],
+    name: Optional[str],
+    valid_props: List[str],
+    tool_cfg: Optional[List[Dict]],
+) -> Optional[str]:
+    """Return company ID if a matching record exists, else None."""
+    filters = []
+    if domain:
+        filters.append({"propertyName": "domain", "operator": "EQ", "value": domain})
+    if not filters and name:
+        filters.append({"propertyName": "name", "operator": "EQ", "value": name})
+
+    if not filters:
+        return None
+
+    res = await search_hubspot_objects(
+        object_type="companies",
+        filters=filters,
+        limit=1,
+        tool_config=tool_cfg,
+        properties=["name", "domain", "website"],
+    )
+    hits = res.get("results", [])
+    return hits[0]["id"] if hits else None
+
+
+async def _fetch_all_company_properties(headers: Dict[str, str]) -> List[str]:
+    url = "https://api.hubapi.com/crm/v3/properties/companies"
+    async with aiohttp.ClientSession() as s:
+        async with s.get(url, headers=headers) as r:
+            if r.status != 200:
+                raise RuntimeError(f"Company prop fetch failed {r.status}: {await r.text()}")
+            data = await r.json()
+            return [p["name"] for p in data.get("results", [])]
+
+
+async def _get_company_by_id(company_id: str, headers: Dict[str, str]) -> Dict[str, Any]:
+    url = f"https://api.hubapi.com/crm/v3/objects/companies/{company_id}"
+    async with aiohttp.ClientSession() as s:
+        async with s.get(url, headers=headers) as r:
+            data = await r.json()
+            if r.status != 200:
+                raise RuntimeError(f"Fetch company {company_id} failed: {r.status} {data}")
+            return data

{dhisana-0.0.1.dev135 → dhisana-0.0.1.dev136}/src/dhisana.egg-info/PKG-INFO

@@ -1,6 +1,6 @@
 Metadata-Version: 2.4
 Name: dhisana
-Version: 0.0.1.dev135
+Version: 0.0.1.dev136
 Summary: A Python SDK for Dhisana AI Platform
 Home-page: https://github.com/dhisana-ai/dhisana-python-sdk
 Author: Admin